Caroline JungelsCRD Number: 7438834
Current Firm: Fisher Investments
Caroline Jungels (CRD# 7438834) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Ameriprise Financial Services, LLC
|Fisher Investments||Tampa, FL||Aug 2021 - Current||< 1|
|Unemployed||Venice, FL||Jun 2021 - Jul 2021||< 1|
|University Of Florida||Gainesville, FL||Sep 2020 - May 2021||< 1|
|Ac Warehouse||Bradenton, FL||Jun 2020 - Aug 2020||< 1|
|University Of Florida||Gainesville, FL||Sep 2019 - May 2020||< 1|
|Ac Warehouse||Bradenton, FL||Jun 2019 - Aug 2019||< 1|
|University Of Florida||Gainesville, FL||Jul 2017 - May 2019||1|
|Cedar Reef Restaurant||Venice, FL||Jan 2016 - Jun 2017||1|
|School||Venice, FL||Jan 2010 - Dec 2015||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management208,905MILLIONS
Total Number of Accounts217,207ACCOUNTS
Average Account Value$961,779
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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